Central Operations Service Representative I

Description

The Central Operations Service Representative is responsible for supporting the Central Operations Department in ensuring the smooth operation of the department by performing a variety of Central Operation duties. Assures compliance with all Bank policies and procedures, as well as, all applicable state and federal banking regulations.

Essential Duties and Responsibilities include the following. Other duties may be assigned:

• Provide excellent client service to both internal and external clients
• Ensure that a professional image of the Bank is maintained both internally and externally
• Cross-train on various Central Operation duties to provide back-up when needed
• Assist employees, clients, and vendors, by answering questions related to accounts, procedures, and services. Provide support for clients via the phone
• Assure attention to detail in all job functions in order to minimize risk
• Process, balance, and review remote deposits
• Regulation E claim processing
• Merchant Disputes
• Collection Items
• Cash ordering
• Debit card ordering
• ATM Balancing
• Return mail processing
• Legal Processing
• Chargebacks
• Department certifications
• Processing and distribute returned ACH items and checks
• Complete due diligence on inactive accounts and meet deadlines for dormant accounts
• Wire processing and review
• CDARS Processing
• Mobile Deposit Processing
• Exception Item processing i.e.: NSF, non-post, stop payments
• Various call back duties, including file maintenance review
• Perform routine clerical duties such as photocopying, filing, posting, and tabulating
• Other duties as assigned

Qualifications:

• Minimum 2 years’ customer service experience. Prior banking experience preferred
• Requires proficiency with Microsoft Office Suite including Word, Excel and Outlook and proficiency using 10 key
• Ability to maintain regular attendance and work scheduled hours

Physical/Mental Demands & Environment:

The incumbent in the course of performing this position frequently spends time writing, typing, speaking, listening, operating basic business equipment, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, walking, standing, reading documents or instruments, detailed work, problem solving, client contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions. The incumbent for this position will occasionally lift up to 15 pounds, pull, squat, kneel and reach. The incumbent is in a non-confined office-type setting in which he or she is free to move about at will. The work environment is typically quiet to a moderate noise level.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Management reserves the right to change this position description at any time.

Requirements

See qualifications above.

Poppy Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

For San Francisco Postings, review Fair Chance Ordinance.

Poppy Bank Notice to Applicants CCPA & CPRA